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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,773 | $138,114+38.1% | $125,391+52.1% | $134,545+41.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.46% | 750.88%-769.3pp | 572.41%-590.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $10,416 | $5,246+98.5% | $4,816+116.3% | $4,742+119.7% |
| Participant deferral / active EE | $11,163 | $7,801+43.1% | $7,448+49.9% | $6,401+74.4% |
| Admin fee / account holder | $13,477 | $11,570+16.5% | $10,009+34.7% | $11,431+17.9% |